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Bush Investment Group Portfolio holdings

AUM $183M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
+7.92%
1 Year Est. Return
+19.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$19.8M
Cap. Flow
+$8.3M
Cap. Flow %
4.92%
Top 10 Hldgs %
71.7%
Holding
38
New
2
Increased
23
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$4.7M
2
SHLD icon
Global X Defense Tech ETF
SHLD
+$2.99M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.53M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.51M

Top Sells

Rank Stock Value
1
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.53M
2
IYW icon
iShares US Technology ETF
IYW
+$1.21M
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.19M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$736K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$386K

Sector Composition

Rank Sector Weight
1 Technology 1.16%
2 Utilities 0.88%
3 Financials 0.72%
4 Consumer Discretionary 0.49%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMO icon
26
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$1.25M 0.74%
10,327
+283
+3% +$33K
AFL icon
27
Aflac
AFL
$64.5B
$917K 0.54%
8,207
+44
+0.5% +$4.62K
IAGG icon
28
iShares Core International Aggregate Bond Fund
IAGG
$11B
$912K 0.54%
17,795
+1,673
+10% +$85.5K
LOW icon
29
Lowe's Companies
LOW
$122B
$830K 0.49%
3,301
-620
-16% -$152K
BINC icon
30
BlackRock Flexible Income ETF
BINC
$16.1B
$799K 0.47%
15,011
+1,886
+14% +$99.8K
AVEM icon
31
Avantis Emerging Markets Equity ETF
AVEM
$26.1B
$771K 0.46%
+10,267
New +$733K
NVDA icon
32
NVIDIA
NVDA
$5.3T
$476K 0.28%
2,549
– –
EFG icon
33
iShares MSCI EAFE Growth ETF
EFG
$17B
$360K 0.21%
3,157
-10,709
-77% -$1.19M
GPN icon
34
Global Payments
GPN
$23.2B
$348K 0.21%
4,194
– –
EMB icon
35
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$314K 0.19%
3,296
+332
+11% +$31.1K
BAC icon
36
Bank of America
BAC
$441B
$299K 0.18%
5,792
– –
VGSH icon
37
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
$271K 0.16%
4,601
– –
IYW icon
38
iShares US Technology ETF
IYW
$24.8B
– –
-6,979
Closed -$1.21M
1
2

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MCM
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RMC
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CF
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ACG
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WA
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Bush Investment Group's Q3 2025 Portfolio in Review

As of Q3 2025, Bush Investment Group held 38 positions worth $169M, up 13% from $149M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Bush Investment Group deployed $8.3M of net new capital in Q3 2025, opening 2 new positions and adding to 23 existing holdings. Its largest new stake was Global X Defense Tech ETF: 47,710 shares worth $3.35M.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, up from 1.1% a quarter earlier, followed by Utilities and Financials.

On the sell side, the largest reduction was iShares Russell Top 200 Growth ETF, an estimated $4.53M trimmed.

  • Bush Investment Group's largest Q3 2025 buy was Global X Defense Tech ETF: 47,710 shares worth $3.35M.
  • Bush Investment Group added most to iShares A.I. Innovation and Tech Active ETF in Q3 2025, an estimated $4.7M increase.
  • Bush Investment Group's biggest Q3 2025 reduction was iShares Russell Top 200 Growth ETF, cutting an estimated $4.53M.
  • Bush Investment Group fully exited iShares US Technology ETF in Q3 2025, selling an estimated $1.21M.
  • Bush Investment Group's ten largest holdings make up 72% of its $169M portfolio in Q3 2025.
  • Bush Investment Group opened 2 new positions and closed 1 in Q3 2025.
  • Bush Investment Group's portfolio value rose 13% quarter-over-quarter to $169M.

Based on Bush Investment Group's 13F filing for Q3 2025, filed 18 Dec 2025.